Marketing - Marketing Project Coordinator

OnPoint Credit Union•Portland, OR

About The Position

We’re in the financial services industry, but we’re not a bank. We’re in the “people” business. Inspired by the credit union philosophy of “people helping people,” we’ve developed a strong and growing tradition of investing in our employees, our members, and our community. OnPoint is the largest community owned credit union in Oregon – and we’re growing! Our growth provides great opportunities for you to reach your personal and professional goals. We value enthusiasm, commitment to outstanding performance, and providing opportunities to truly make a difference. If you are looking to join a team of dedicated, collaborative, and passionate individuals, OnPoint is looking for our next Marketing Project Coordinator. We invite you to explore and grow your career with us! JOB SUMMARY: This role reports to the Marketing Programs Manager and provides cross-functional support between Marketing and Financial Wellness, helping plan, promote, and execute initiatives across multiple channels. An ideal candidate is detail-oriented, flexible, with strong interpersonal skills, and able to navigate multiple projects simultaneously. A passion for financial education is strongly preferred.

Requirements

Strong attention to detail with the ability to prioritize work, manage multiple projects, and meet deadlines in a fast-paced environment.
Adept at project workflows and ability to provide insight towards project optimization
Proficiency in project management tools (Monday.com preferred) and Microsoft 365.
Excellent written and verbal communication skills.
A collaborative team player who models positive problem resolution and outstanding interpersonal skills.
Intermediate skills in Adobe Creative Suite.
Adaptable to changing priorities and evolving environments.
Ability to strategically develop and implement new ideas and objectives.
Receptive to feedback and committed to continuous improvement.
General understanding of credit union services and industry trends.
Ability to connect and communicate effectively with individuals from diverse backgrounds and experiences.
Bachelor’s degree in marketing, business, finance, or related field, or equivalent experience in lieu of degree.
2 years of experience working in a marketing or financial education capacity.
Ability to lift 25 pounds as required for events.

Nice To Haves

Bachelor’s degree in marketing, business, finance, or related field preferred
Experience in a bank or credit union or other financial institution preferred
Project management or coordination experience preferred

Responsibilities

Monitor and manage internal and external marketing and Financial Wellness requests across multiple intake channels, including Monday.com, OnPoint website, and the Financial Wellness HUB. Review intake requests, identify appropriate stakeholders, assign tasks, and coordinate schedules to ensure timely execution.
Coordinate the asset review, approval, and archiving process to ensure alignment with brand guidelines and compliance requirements, tracking version control, and organized file structure.
Maintain and update intake and project dashboards to monitor workload distribution, prioritize requests, and align timelines with team capacity and strategic priorities.
Integrate into, support, and review Marketing and Financial Wellness projects. Utilize project management systems to maintain project timelines, workflows, and tracking tools to ensure visibility into priorities, deadlines, and resource allocation.
Provide insight towards project optimization to ensure they are completed accurately and on time
Coordinate with both internal and external stakeholders regarding project status, updates, reporting, and other project-related items as necessary.
Support Financial Wellness programming by coordinating event logistics and creating, editing, reviewing promotional content across channels, and working events as required.
Collaborate with stakeholders to develop communications to increase engagement with OnPoint’s Financial Wellness initiatives. Support execution of the Financial Wellness Communication Plan in alignment with the Financial Wellness Strategic Plan as Financial Wellness continues to grow and scale alongside OnPoint CU.
Support the Marketing Project Manager in delivering high-quality marketing campaigns and materials on time and on brand.
Create and maintain marketing and sales materials for internal teams, ensuring accuracy and brand consistency.
Manage production of print and digital promotional assets, coordinating with teams and vendors to ensure timely, accurate delivery.
Prepare and organize campaign documentation, including creative briefs, presentations, and retrospective reports to support planning and evaluation efforts.
Partner with other areas of marketing (e.g. events, social media, public relations, etc.) to ensure consistent messaging and coordinated execution for campaigns and other marketing projects.
Coordinated with internal stakeholders to gather marketing requests, clarify project requirements, and support the development and execution of marketing materials and campaigns.
Assist in planning and supporting events, webinars, seminars, and other promotional activities.
Additional projects, responsibilities, or other duties assigned.